MERUS LABS INTERNATIONAL INC T.MSL

Analyst Recommendation

[retiredcf]

First stock in the clip. GLTA

https://www.bnn.ca/Video/player.aspx?vid=847352

MSL-T 2016-04-11 BUY James Telfser
 

In the specialty Pharma space, which has had a lot of troubles. Multiples have contracted quite a bit. Compared to their competitors, they have had a much cleaner balance sheet. Haven’t actually made their big acquisitions yet to load up the balance sheet with debt. They were able to raise about $30 million earlier this year. New management has executed well on the deals and their European jurisdiction. At this level, it is a pretty compelling Buy, but you have to be willing to ride out the volatility from headlines.

 

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Price:

$1.950

Subject:

CANADIAN

Bias:

OPTIMISTIC

Owned:

Yes

[chuck8]

Retiredcf, a good video clip and glad she asked the more specific question of "why do you specifically like Merus" and his response was insightful IMO. My only question to myself is that in expecting all general equities to sink lower as the year progresses due to world wide economic uncertainty, with these niche pharmaceuticals be able to weather the storm.

[peter75]

as long as the USA dosent raise rates and their market is muddling along equities will do well The market dosent want the USA doing too well Janet wants to get the USA dollar lower than where it sits Raising the rates would kill their dollar, 

[retiredcf]

There's no question that Yellin will raise rates, the question is how soon and how often? She's trying to walk a tightrope and achieve the "Golidlocks scenario" (ie. not too warm and not too cold). If she raises rates too quickly, the US$ will soar, oil will tumble back towards $30 and the world's economies will be in trouble. If she raises rates too slowly, concerns will be